My org: Opportunity has a child object called Opportunity generators (Master - details)


For example, if there are 10 Opportunities from Opportunity 1 to Opportunity 10 all are having child object records with proper data that I can see in SF and verified by querying.

Once I ran & export the report, I can be able to see 9 opportunities related child records and data but the 10th Opportunity called related Opportunity 10 related child records are not coming up in the reports.

I am the System admin and top in the role hierarchy.

Can someone help on this, please?

  • are you the owner of all the records? What filters have you applied? What is the time frame are you using?can you update your question with more details? – sanket kumar Sep 13 '18 at 7:01
  • @sanketkumar, I am not the owner for all same time I am not the owner for the first 9 opportunities coming in the reports, after the applying the required filter i can see 9 the 10 thone also fall under the same filter criteria, verified manually in SF – Sri Sep 13 '18 at 7:08
  • Verify the points I have mentioned in my answer. Focus on the first one... that is each owner having a role or not? Also, check for the account owner and opportunity owner for the 10th Opportunity is same or not. – sanket kumar Sep 13 '18 at 7:36
  • Account owner and opportunity ower is the same and has a role assigned – Sri Sep 13 '18 at 8:03
  • Have you verified all the points? – sanket kumar Sep 13 '18 at 8:04
                         Why am I missing records in my report?

Does every user have a role? (displayed on user records)

Activity and Opportunity reports rely on the Role or Territory Hierarchy to determine what records should be accessible to a user. Users without a role identified will not have their records displayed within these reports.

This too applies for System Administrators, though as an Administrator you will be permitted to click through the "Organization Drill Down."

Reports created using the custom report type don't follow the sharing rules on the Opportunity and Activity objects

For Example:

  • When running an Opportunities with Products report, if there are no Product or Pricebook fields selected to be displayed the report type will be treated as an Opportunities report. Once a field is used from either of these child objects, it will require that relationship be defined.
  • Using standard report type Activities with "Cases - Activities" will not show up unless it is related it has a contact (Name field) even if it's related to a case. This usually occurs when an activity is created through email.
  • Using custom report type "Case with activities," any activities will show up on report related to a case even without relation to any contact.

Verify that the records expected all fall into the TIME FRAME identified on the report

If a user does not have any records that fall within the defined reporting time frame, then no records will be displayed on the report for that user.

Verify that the records expected all fall into the FILTER CRITERIA section on the report

Example: If the record is an Opportunity that is Closed/Won and the Opportunity Status in the filter is "Open", then that record will not be displayed.

Also review the built-in filters such as "All", "My Team" or "Any."

Is the report type selected appropriately?

If you have a multiple relationships built between two objects you will need to select the appropriate one to get the correct results.

For example, If you are using a Opportunities with Contact Roles report type, then any Opportunity without a Contact Role will not appear.

Have fields from a Child object been selected to be displayed, filtered upon or summed?

If a field is incorporated from a report within a standard report type it may change the dynamic of the report.

Reference:- https://help.salesforce.com/articleView?id=000005085&type=1

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